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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

55 hedge funds and large institutions have $193M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.69% more ownership

Funds ownership: 25.54% → 27.24% (+1.7%)

4% more capital invested

Capital invested by funds: $186M → $193M (+$7.03M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 57 → 55 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.64M
2
FIMG
Financial & Investment Management Group
Michigan
+$6.2M
3
1CP
1607 Capital Partners
Virginia
+$5.81M
4
AIM
Assured Investment Management
New York
+$2.66M
5
SIA
Sit Investment Associates
Minnesota
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$3.79M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.58M
3
Bank of America
Bank of America
North Carolina
-$2.54M
4
CA
Cornerstone Advisors
North Carolina
-$2.1M
5
PPA
Parametric Portfolio Associates
Washington
-$763K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$543K – – –
CPO
27
Cerity Partners OCIO
New York
$536K +$220K +18,872 +69%
ST
28
Sentinel Trust
Texas
$533K +$536K +45,944 New
HighTower Advisors
29
HighTower Advisors
Illinois
$526K -$642 -55 -0.1%
SHA
30
Smith Hayes Advisers
Nebraska
$396K – – –
V
31
Veritable
Delaware
$368K -$58.5K -5,012 -14%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$281K +$47.7K +4,084 +20%
VAM
33
Visium Asset Management
New York
$278K +$2.07K +177 +0.7%
GWI
34
Grace & White Inc
New York
$235K +$75.9K +6,500 +47%
PR
35
Payden & Rygel
California
$227K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$226K -$243K -20,828 -52%
WS
37
Wedbush Securities
California
$208K -$23.3K -2,000 -10%
CCB
38
Cutter & Co Brokerage
Missouri
$187K +$188K +16,089 New
Comerica Bank
39
Comerica Bank
Texas
$182K +$183K +15,689 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$162K -$229K -19,604 -58%
Citigroup
41
Citigroup
New York
$159K -$347K -29,752 -68%
NPC
42
National Planning Corporation
California
$144K +$142K +12,174 New
AIG
43
American International Group
New York
$133K +$7.7K +660 +6%
LCS
44
Levin Capital Strategies
New York
$128K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$80K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$71K +$53.5K +4,588 +303%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$52K +$51.9K +4,450 New
WA
48
WFG Advisors
Texas
$37K -$566K -48,491 -94%
Creative Planning
49
Creative Planning
Kansas
$20K +$2.6K +223 +15%
BC
50
Bartlett & Co
Ohio
$17K – – –
1
2
3

WIW Hedge Fund Activity: Q3 2013 in Review

55 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2013, worth a combined $193M — up 3.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WIW and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $7.64M. The largest seller was UBS, cutting an estimated $3.79M.

  • 55 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2013, down from 57 in Q2 2013.
  • Funds reported $193M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2013, up 3.8% quarter-over-quarter.
  • 9 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2013 and 10 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2013 was Janney Montgomery Scott, an estimated $7.64M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2013 was UBS, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2013.